Once a sales credit note has been created, this guide explains how to allocate this to any future invoices. Alternatively, you can create a credit note directly from an invoice.

Step 1.


Navigate to Sales > Invoices.


Sales

Step 2.


Click on the Unpaid tab.


Unpaid

Step 3.


Click on the appropriate invoice number that you would like credited from the list.


Step 4.


Any credits notes you have created previously will appear at the bottom of the invoice screen with the option to Apply all, or a portion of it against the invoice.


Click Apply to allocate the credit note against the invoice.



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